Smart Deal Assist answers questions about an opportunity from its calls and emails. December 2025 gave it more history to search and a focus on what the buyer said.
Shipped Dec 2025AEsManagers
By David Jollie, Founder and Principal Consultant, Lyte Sales · Last updated · Covers Outreach release notes through December 2025
What it actually does
Open a deal and ask Smart Deal Assist a question, like what the buyer’s main concern is, and it answers from the deal’s Kaia calls, meetings and emails, with sources.
In December 2025 it got timeframe filters, room for up to 80 calls and meetings and 500 emails, timestamps on email sources, and a split between buyer and seller input.
Who it's for
AEs preparing for calls and managers running deal reviews.
Why it matters
Answers grounded in what actually happened on the deal, without rereading every email.
How it grew in 2025
DEC
Timeframes, more history, email timestamps and a buyer focus, the same pattern Smart Account Assist and Research Agent got in November.
How to set it up
Turn it on for the org
Go to Administration › Agents & AI › Features, turn on Smart Deal Assist and save.
Give profiles access
Go to Administration › User Management › Access control, open a profile, and under Agents & AI turn on Can access Smart Deal Assist. Save.
Ask on a deal
Open an opportunity and click Assist. Use timeframes like 7, 30, 90 or 365 days, or a custom range. The default is all time.
Steps paraphrased from Outreach’s Smart Deal Assist Overview article. Menu names can change; check them against your org.
Want help with this?
Deal reviews in half the time.
Lyte Sales is a certified Outreach Professional Services partner. We set up Kaia, Deal Assist and the permissions behind them.
The Lyte Guide to Outreach Product Releases 2025 Edition